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Update valuation record to scheduled visit and modality

Update valuation record to scheduled visit and modality

Your valuation records stuck at intake prevent schedulers from confirming site visits quickly. Get visit status and modality visible to scheduling staff immediately so visits are booked same day.

Update valuation record to scheduled visit and modality

Overview

When valuation requests linger at intake, schedulers waste time chasing details and visits get delayed. This flow updates the valuation record to show visit status and modality, giving scheduling staff clear, actionable records so visits can be booked same day.

Update valuation record to scheduled visit and modality